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VWAHX: VANGUARD HIGH-YIELD TAX-EXEMPT FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 10.3 0.01(0.10%) April 17
| Asset Class: | Muni National Interm |
| MyPlanIQ Rating: | (97%) |
| Start Date: | 01/30/1980 |
| Last Dividend Date: | 11/29/2024 |
| 12-Mo. Yield | 2.53% |
| Expenses | 0.09% |
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Performance Analytics (As of 04/17/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/30/1980 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -3.4 | 0.2 | 1.3 | 1.3 | 2.5 | 3.6 | 3.7 | 6.0 | 3.0 | 8.4 | -11.8 | 3.2 | 5.1 | 9.2 | 1.3 | 7.9 | 0.8 | 4.2 | 11.6 | -3.2 | 9.4 | 11.0 | 2.6 | 20.1 | -10.5 | 1.6 | 5.5 | 4.3 | 5.0 | 6.3 | 7.3 | 5.4 | 10.7 | -3.4 | 6.5 | 9.2 | 4.4 | 18.1 | -5.0 | 12.7 | 9.8 | 15.9 | 7.4 | 12.3 | 13.8 | -3.7 | 15.4 | 21.7 | 9.7 | 10.4 | 35.9 | -8.8 | -11.4 |
| Sharpe Ratio | NA | -1.51 | -1.02 | -0.54 | -0.28 | 0.18 | NA | NA | 0.52 | -0.9 | 0.83 | -2.37 | 1.65 | 0.56 | 3.56 | -0.01 | 2.96 | 0.21 | 1.84 | 5.77 | -0.89 | 4.1 | 3.93 | 0.76 | 5.33 | -1.68 | -0.53 | 1.02 | 0.85 | 1.19 | 1.78 | 1.96 | 1.14 | 2.49 | -2.39 | 1.09 | 1.83 | 0.19 | 3.03 | -1.23 | 2.9 | 1.92 | 3.17 | 0.43 | 1.48 | 2.18 | -0.91 | 2.1 | 4.29 | 0.25 | 0.55 | 2.27 | -1.22 | -1.22 |
| Draw Down(%) | NA | 6.4 | 7.8 | 9.9 | 17.8 | 17.8 | NA | NA | 20.5 | 2.9 | 7.2 | 17.1 | 2.3 | 13.3 | 1.6 | 2.0 | 1.4 | 6.5 | 2.4 | 1.1 | 8.1 | 1.8 | 2.8 | 6.1 | 2.9 | 15.2 | 3.1 | 1.2 | 2.5 | 4.6 | 3.9 | 4.2 | 2.9 | 2.8 | 5.6 | 1.8 | 2.0 | 4.3 | 2.8 | 11.4 | 3.0 | 5.0 | 2.2 | 4.9 | 3.3 | 3.3 | 15.0 | 4.3 | 2.1 | 8.0 | 3.3 | 2.5 | 13.2 | 15.6 |
| Standard Deviation(%) | NA | 9.3 | 6.1 | 5.6 | 4.6 | 4.5 | NA | NA | 5.9 | 4.0 | 5.0 | 5.6 | 1.9 | 8.7 | 2.2 | 2.1 | 2.5 | 3.0 | 2.2 | 2.0 | 3.7 | 2.3 | 2.8 | 3.3 | 3.8 | 6.8 | 2.7 | 2.2 | 2.6 | 3.4 | 3.2 | 3.2 | 2.7 | 2.7 | 2.8 | 2.9 | 3.1 | 4.8 | 4.7 | 6.5 | 3.7 | 3.8 | 3.8 | 4.9 | 4.4 | 4.2 | 8.4 | 5.3 | 3.8 | 11.8 | 7.8 | 12.5 | 15.4 | 16.8 |
| Treynor Ratio | NA | -0.1 | -0.04 | -0.02 | -0.01 | 0.01 | NA | NA | 0.03 | -0.03 | 0.03 | -0.09 | 0.03 | 0.04 | 0.07 | 0.0 | 0.07 | 0.01 | 0.04 | 0.12 | -0.03 | 0.09 | 0.1 | 0.02 | 0.18 | -0.09 | -0.01 | 0.02 | 0.02 | 0.04 | 0.06 | 0.06 | 0.03 | 0.06 | -0.06 | 0.03 | 0.05 | 0.01 | 0.11 | -0.06 | 0.09 | 0.06 | 0.1 | 0.02 | 0.05 | 0.08 | -0.06 | 0.14 | 0.22 | 0.02 | 0.05 | 0.25 | -0.17 | -0.2 |
| Alpha | NA | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | NA | NA | 0.0 | 0.01 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.02 | -0.01 | 0.01 | 0.0 | 0.0 | 0.03 | -0.04 | -0.01 | 0.0 | 0.01 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | -0.01 | 0.01 | 0.03 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 |
| Beta | NA | 1.47 | 1.42 | 1.47 | 1.44 | 1.3 | NA | NA | 1.13 | 1.37 | 1.48 | 1.49 | 1.22 | 1.23 | 1.19 | 1.17 | 1.09 | 1.14 | 1.11 | 1.0 | 1.2 | 1.05 | 1.07 | 1.13 | 1.09 | 1.25 | 1.11 | 0.98 | 1.05 | 0.93 | 1.02 | 1.02 | 0.98 | 1.12 | 1.1 | 1.12 | 1.19 | 1.26 | 1.36 | 1.43 | 1.13 | 1.29 | 1.2 | 1.34 | 1.27 | 1.07 | 1.28 | 0.82 | 0.75 | 1.28 | 0.91 | 1.11 | 1.11 | 1.01 |
| RSquared | NA | 0.98 | 0.97 | 0.95 | 0.94 | 0.93 | NA | NA | 0.82 | 0.93 | 0.94 | 0.94 | 0.8 | 0.97 | 0.84 | 0.83 | 0.87 | 0.91 | 0.86 | 0.79 | 0.93 | 0.88 | 0.83 | 0.83 | 0.85 | 0.9 | 0.85 | 0.89 | 0.9 | 0.93 | 0.91 | 0.9 | 0.85 | 0.86 | 0.83 | 0.88 | 0.86 | 0.9 | 0.9 | 0.86 | 0.82 | 0.87 | 0.76 | 0.8 | 0.79 | 0.71 | 0.76 | 0.35 | 0.61 | 0.8 | 0.57 | 0.97 | 0.98 | 0.68 |
| Yield(%) | N/A | 0.0 | 2.5 | 3.1 | 3.0 | 3.4 | 3.8 | 3.9 | N/A | 3.4 | 3.7 | 2.9 | 2.9 | 3.1 | 3.9 | 3.7 | 3.8 | 3.6 | 3.7 | 4.1 | 3.8 | 3.9 | 4.6 | 4.6 | 5.3 | 4.6 | 4.6 | 4.6 | 4.5 | 4.7 | 4.9 | 5.3 | 5.5 | 5.8 | 5.2 | 5.9 | 6.2 | 5.5 | 6.4 | 7.3 | 8.2 | 9.1 | 9.5 | 9.9 | 9.7 | 7.8 | 7.2 | 8.3 | 9.5 | 9.7 | 9.4 | 12.0 | 10.1 | 7.5 |
| Dividend Growth(%) | N/A | -100.0 | -30.6 | -10.7 | -18.7 | -18.2 | -27.1 | -41.6 | N/A | -3.2 | 9.6 | 0.6 | -7.0 | -14.4 | 2.4 | -0.0 | 2.0 | -1.2 | -1.9 | -1.6 | 2.6 | -8.9 | -1.5 | -2.1 | -2.4 | -0.8 | 0.4 | 0.6 | -2.6 | -2.9 | -7.2 | -3.1 | -1.2 | 1.7 | -11.4 | -0.5 | 11.1 | -4.4 | -23.7 | -7.0 | -10.2 | 1.2 | -6.2 | 3.8 | 31.5 | -3.4 | -8.0 | -2.3 | -2.2 | 3.1 | -3.9 | -2.6 | 8.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/30/1980
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See Muni National Interm Asset Class Trend Rankings |
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